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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,424 |
Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $26,049 |
9 funds of $250K or more; 30 lines in all, holding $12.4M of the plan's $94.8M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| Mywayretirement Index 2035 R Manager not matched · Mutual fund Index | $2.6M | 21.1% |
| MyWayRetirement Index 2030 R Manager not matched · Mutual fund Index | $2.1M | 17.1% |
| MyWayRetirement Index Retirement Fund R Manager not matched · Mutual fund Index | $2.0M | 16.3% |
| Mywayretirement Index 2040 R Manager not matched · Mutual fund Index | $1.7M | 14.1% |
| Mywayretirement Index 2045 R Manager not matched · Mutual fund Index | $891K | 7.2% |
| Wilmington/BlackRock Eq Index 1 BlackRock · Mutual fund Index | $699K | 5.7% |
| Investments, at contract value: Transamerica Stable Value Core Option Transamerica (Aegon) · Insurance contract Recordkeeper's own fund | $477K | 3.9% |
| Mywayretirement Index 2050 R Manager not matched · Mutual fund Index | $399K | 3.2% |
| Mywayretirement Index 2055 R Manager not matched · Mutual fund Index | $385K | 3.1% |
| Wilmington/BlackRock Russell 2000 Index R BlackRock · Mutual fund Index | $225K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.